Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASURE SOFTWARE INCASUR · Entity 734 | Chief Financial Officer | June 30, 2020 | July 02, 2020 |
| Arista Networks, Inc.ANET · Entity 2421 | Chief Financial Officer | April 08, 2015 | April 10, 2015 |
| Astra Space, Inc.ASTR · Entity 88837 | Chief Financial Officer | August 16, 2022 | August 18, 2022 |
| Merlin, Inc.MRLN · Entity 6007 | Director | May 20, 2026 | May 22, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ASURE SOFTWARE INC
Report date June 30, 2020 · Filed July 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Asure Software, Inc. Common Stock ($0.01 par value)SEC Table I · non-derivative | Direct | 76,782 |
Reported balance
After 2020-06-30 transaction · row 1
1 source rowRow 1 · 2020-06-30 · Grant · Acquired 7,500 · Balance 76,782 F1: Represents grant of restricted stock units that vest 1/3rd on the first anniversary of the Grant Date and the remaining 2/3rds vest over a period of two years in equal quarterly installments, with the last such vesting date being the third anniversary of the Grant Date. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.43 · Expires 2025-06-30 | Direct | 30,000 |
Reported balance
After 2020-06-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-06-30 · Grant · Acquired 30,000 · Balance 30,000 F2: Represents grant of employee stock options that vest 1/3rd on the first anniversary of the Grant Date and the remaining 2/3rds vest over a period of two years in equal monthly installments with the last such vesting date being the third anniversary of the Grant Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock units that vest 1/3rd on the first anniversary of the Grant Date and the remaining 2/3rds vest over a period of two years in equal quarterly installments, with the last such vesting date being the third anniversary of the Grant Date.
F2: Represents grant of employee stock options that vest 1/3rd on the first anniversary of the Grant Date and the remaining 2/3rds vest over a period of two years in equal monthly installments with the last such vesting date being the third anniversary of the Grant Date.
Arista Networks, Inc.
Report date April 08, 2015 · Filed April 10, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 483 |
Ending reported balance
After 2015-04-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2015-04-08 · Exercise / conversion · Acquired 2,500 · Balance 2,983 Row 2 · 2015-04-08 · Sale · Disposed 2,500 · Balance 483 F1: These sales were effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on September 12, 2014. F2: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.10 to $66.28, inclusive. The reporting person undertakes to provide Arista Networks, Inc. any security holder of Arista Networks, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Non-qualified stock optionSEC Table II · derivative / convertible security · Conversion / exercise price $8.77 · Expires 2023-07-07 | Direct | 205,000 |
Reported balance
After 2015-04-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2015-04-08 · Exercise / conversion · Disposed 2,500 · Balance 205,000 |
Filing footnotes · ownership attribution and instrument terms
F1: These sales were effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on September 12, 2014.
F2: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.10 to $66.28, inclusive. The reporting person undertakes to provide Arista Networks, Inc. any security holder of Arista Networks, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Astra Space, Inc.
Report date August 16, 2022 · Filed August 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,323,583 |
Reported balance
After 2022-08-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-08-16 · Tax withholding · Disposed 19,838 · Balance 1,323,583 F1: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F2: Reflects the adjusted total which includes a purchase of 5,500 shares under the 2021 Astra Space, Inc. Employee Stock Purchase Plan in a transaction exempt from Section 16(b) pursuant to Rule 16b-3(c). |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,316,970 |
Reported balance
After 2022-08-16 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-08-16 · Tax withholding · Disposed 6,613 · Balance 1,316,970 F1: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,292,566 |
Reported balance
After 2022-08-16 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2022-08-16 · Tax withholding · Disposed 24,404 · Balance 1,292,566 F1: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.
F2: Reflects the adjusted total which includes a purchase of 5,500 shares under the 2021 Astra Space, Inc. Employee Stock Purchase Plan in a transaction exempt from Section 16(b) pursuant to Rule 16b-3(c).
Merlin, Inc.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 37,500 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 37,500 · Balance 37,500 F1: Represents an award of (i) 20,000 restricted stock units (RSUs), which vest in four equal installments every six months beginning on September 16, 2026, and (ii) 17,500 RSUs, which vest in full on the earlier to occur of (i) March 16, 2027, and (ii) one day prior to the date of the Issuers 2027 annual meeting of shareholders. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs do not expire. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of (i) 20,000 restricted stock units (RSUs), which vest in four equal installments every six months beginning on September 16, 2026, and (ii) 17,500 RSUs, which vest in full on the earlier to occur of (i) March 16, 2027, and (ii) one day prior to the date of the Issuers 2027 annual meeting of shareholders. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs do not expire.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 03, 2014 Filed Dec 5, 2014 21:21 UTC | Arista Networks, Inc. ANET · Entity 2421 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 20,000 | $0.00 Strike: $8.77 | $0.00 |
DisclosureSEC source: 0001483484-14-000003 · primary_doc.xml · derivative · entry 3 BRANNON KELYN · CIK 0001483484 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,000 Underlying: Common Stock · 20,000 shares Expires 2023-07-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 03, 2014 Filed Dec 5, 2014 21:21 UTC | Arista Networks, Inc. ANET · Entity 2421 | SaleCommon Stock | 20,000 | $71.18 | $1,423,662.00 |
DisclosureSEC source: 0001483484-14-000003 · primary_doc.xml · nonDerivative · entry 2 BRANNON KELYN · CIK 0001483484 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on September 12, 2014. Read SEC document |
| December 03, 2014 Filed Dec 5, 2014 21:21 UTC | Arista Networks, Inc. ANET · Entity 2421 | Exercise / conversionCommon Stock | 20,000 | $8.77 | $175,400.00 |
DisclosureSEC source: 0001483484-14-000003 · primary_doc.xml · nonDerivative · entry 1 BRANNON KELYN · CIK 0001483484 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.